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My question type in survey 123 is wrong

BillBlythe

I am using the "note" question in survey 123 connect and I just found out that it will not do what I need.

This is my question that I have built in the XLSForm

note question.PNG

Compliant or Not Compliant will not show up in my data export into excel.

this is what shows up in the excel.

How can I get either Compliant or Not Compliant to be marked in excel? I am wanting to use this a lot in the survey to make collection quick and to show is something right or not.

Thank you

Todd

todd@beneficialdesigns.com

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Accepted answers

ThomasHamill

@BillBlythe, these were the expressions I used:

For the Compliance text field it is:
if(selected(${ClearSpaceProvided},'yes'),'Compliant',if(selected(${ClearSpaceProvided},'no'),'Not Compliant',''))

and for the Compliancebcp it is:
if(selected(${benchClearSpaceWidthlength},'yes'),'Compliant',if(selected(${benchClearSpaceWidthlength},'no'),'Not Compliant',''))

I attached the form with these calculation expressions included.

test form_v2.xlsx

All comments

BillBlythe

Does the relevant box input need to be different then what I have? ${ClearSpaceProvided}="Yes"

BillBlythe

Hi Allison

This is so close, it works for yes and I do get compliant, but when I hit no, nothing comes up.

So close here and I get the feeling it is something small.

Todd

ThomasHamill

@BillBlythe, the if expressions vary slightly in how they print a result in the secondary "Compliance Status" text field if the user skips or leaves blank the initial select_one yes_no question.

Using the following expression from @AllisonHollier, the secondary "Compliance Status" text field will be populated with 'Compliant' even if the initial select_one yes_no question is left blank.

if(selected(${ClearSpaceOverlap},'yes'),'Not Compliant','Compliant'))

Using the following "nested if" expression, the Compliance text field remains empty (see ending else argument of '' empty single quote) if the user doesn't select either 'yes' or 'no' for the first question (skips or leaves it blank).

if(selected(${ClearSpaceOverlap},'yes'),'Not Compliant',if(selected(${ClearSpaceOverlap},'no'),'Compliant',"))

So you have a couple options there for choosing how the Compliance Status field is treated.

ThomasHamill

Try checking the case sensitivity of your 'Yes' and 'No.' I think these should match between the Choices sheet and the Calculation in your Survey sheet.

I had changed mine from the default lowercase 'yes' and 'no' under the choices sheet, so you may either have to change them there or in your calculation cell such that they match.

AllisonHollier

I don't think you need the second part of this. It's an "if/else" calculation. The first part is "if this,this, else that. So in instance below, 'Not_compliant' is what would be chosen if yes is selected, 'Compiant' is what would be selected if the answer is no is selected.

if(selected(${clearspaceselected},'yes'),'Not_compliant','Compliant')

Here's the documentation on the formula

https://doc.arcgis.com/en/survey123/desktop/create-surveys/xlsformformulas.htm

And another question from this forum where someone used multiple choices...

https://community.esri.com/t5/arcgis-survey123-questions/if-statement-calculation-survey123/td-p/807497

Let me know how it works out for you, Bill. I'm curious to see what you come up with.

BillBlythe

if(selected(${ClearSpaceOverlap},'Yes'),'Not Compliant',if(selected(${ClearSpaceOverlap},'No'),'Compliant',"))

What am I missing here? typed it in and gives me an error.

Todd

AllisonHollier

And that is yet another idea I hadn't thought of. Nice!

AllisonHollier

I'm not sure exactly what you are trying to do as I have not ever exported anything to Excel, but I have auto-populated a field based on a previous selection using the if statement. My question for you is, how are you determining what is compliant and what is not compliant? Whether it has a clear space overlap? If so, then you might try an "if" statement in the calculate field in combination with your note.

if(selected(${clearspaceselected},'yes'),'Not_compliant','Compliant')

In this example, if overlap is selected as yes, then it will give the calculate expression "not complaint", otherwise if it's no, it will return "compliant". You were on the right track with note, but I think you needed the if statement as well in order to return the value you need in an excel export.

Again, I'm flying blind here, but you might try it to see if it does what you need. I used it to populate a serial number if a particular unit that was selected. There are only two units, so it worked for me, I'm not sure what I would have done if there had been more choices...

Hope that helps.

Allison

ThomasHamill

@BillBlythe you could also put a calculation in a secondary text entry field named something like "Compliance" or "Compliance Status," as shown in the images attached below. You could even make this read only or hidden when it populates Compliance/Not Compliant based on the first yes/no answer.

There's more detailed info on this Survey123 Blog Post called, "The art of hiding:"
https://community.esri.com/t5/arcgis-survey123-blog/the-art-of-hiding/ba-p/898454

curtvprice

Todd,

The Note type is not a pick list, or choice, it is for entering free text.

Are you sure you need to use XLSForms, you can do an awful lot without having to get into the desktop app.

Free course: Get Started with ArcGIS Survey123

If you want to use XLSForms, here's a video that goes through it all: Advanced XLSForm Techniques

Hope this helps you out. Sometimes going through the training is a lot faster than having to ask questions one by one. If you did these training resources already I apologize, but it sounds like maybe you haven't.

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